The firm sees improvement in the risk-reward balance for sovereign and investment grade corporate bonds in emerging markets.
Tag: Emerging Markets
Japan’s deflation may spread to Asia
GAM investment director Tim Love said the weakening of the Japanese yen puts downward pressure on currencies throughout Asia.
BNP Paribas: EM sentiment may fizzle
Select Asian markets are showing encouraging signs, but the likely strengthening of the US dollar is a strong headwind.
Conning Asia Pacific cautious on EM equities
EM equity markets are vulnerable to moves in the US dollar and US monetary policy, said Marc Franklin, portfolio manager.
More than $12trn from EM in offshore accounts
More than $12trn has been taken out of emerging economies such as China and Russia and stashed in offshore accounts, new data from advocacy group the Tax Justice Network (TJN) has revealed.
EM fund buying continues
Emerging market funds drew $5bn of net inflows globally in April, accounting for 70% of total fund flows across all asset classes, according to the Institute of International Finance.
Citi joins the EM bulls
Citi’s house view has recently moved to overweight emerging market equities from underweight.
EM not turning around: Schroders
Schroders doubts that emerging markets have reached a turning point because the fundamental support for equities remains weak.
SLI: Pressure on RMB, EM currencies
Efforts to stabilise the RMB are likely to be short-lived, and the Chinese currency will come under renewed pressure, said Alex Wolf, emerging markets economist at Standard Life Investments said.
Is now really the time to return to EM?
It has been the question probably most frequently asked by investors over the past few years: should I increase my allocation to emerging markets now? Every so often, the answer has been negative as short-lived rallies have failed to sustain themselves. Will this time be any different?
